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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,922 | $81,664+153.4% | $70,476+193.6% | $158,966+30.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.14% | 208.59%-189.5pp | 109.12%-90.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $12,497 | $3,219+288.2% | $2,738+356.4% | $4,762+162.4% |
| Participant deferral / active EE | $2,733 | $4,556-40.0% | $3,710-26.3% | $5,983-54.3% |
| Admin fee / account holder | $168 | $6,197-97.3% | $3,847-95.6% | $11,250-98.5% |